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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,003 | $72,492-42.1% | $87,104-51.8% | $72,975-42.4% |
| Participation rate | 30.0% | 72.8%-42.8pp | 76.9%-46.9pp | 69.5%-39.5pp |
| Annual return | 23.78% | 24.46%-0.7pp | 28.19%-4.4pp | 81.01%-57.2pp |
| Employer contribution / active EE | $163 | $1,894-91.4% | $2,521-93.5% | $2,440-93.3% |
| Participant deferral / active EE | $1,469 | $3,270-55.1% | $4,048-63.7% | $3,608-59.3% |
| Admin fee / account holder | $102 | $5,055-98.0% | $7,491-98.6% | $5,124-98.0% |